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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,351 | $147,556-86.2% | $129,031-84.2% | $198,609-89.8% |
| Participation rate | 84.6% | 77.2%+7.4pp | 73.4%+11.3pp | 82.4%+2.2pp |
| Annual return | 0.26% | 37.41%-37.1pp | 34.67%-34.4pp | 202.70%-202.4pp |
| Employer contribution / active EE | $3,171 | $3,645-13.0% | $3,226-1.7% | $5,055-37.3% |
| Participant deferral / active EE | $1,273 | $5,760-77.9% | $5,217-75.6% | $6,977-81.7% |
| Admin fee / account holder | $1,134 | $15,467-92.7% | $13,208-91.4% | $19,030-94.0% |